The Retirement Advantage, Inc. (TRA)

The Retirement Advantage, Inc. (TRA) At TRA, we believe in a better retirement. When you choose us as your retirement administration part The Retirement Advantage, Inc.

(TRA) is a premier third party administrator that specializes in administration, consultation and compliance of retirement plans for small, privately held businesses nationwide. Currently we service more than 6,000 plan sponsors, 350,000 plan participants and have more than $6 billion in retirement assets under our administration. When you partner with TRA, you gain a trusted retirement plan exper

t. Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service. Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail.

Catch up on this week's : Long Term Care PolicyIn a recent call with an advisor, the following was asked: “What are "Lo...
06/06/2026

Catch up on this week's : Long Term Care Policy

In a recent call with an advisor, the following was asked: “What are "Long-Term Care (LTC) distributions” from defined contribution (DC) plans and their potential tax benefits?”

To view the highlights of the discussion, click here >
https://hubs.ly/Q04kkTpn0

Courtesy of Jenny Kiffmeyer, J.D - Retirement Learning Center

Attention Advisors! Gain an advantage in the 3(16) Fiduciary Services space and achieve greater Advisor Success with thi...
06/05/2026

Attention Advisors! Gain an advantage in the 3(16) Fiduciary Services space and achieve greater Advisor Success with this FREE E-Book!

Download today to view how TRA simplifies and streamlines retirement plan administration, managing fiduciary responsibilities, seeing more value for less cost, and more! > https://hubs.ly/Q04f1kXt0

When it comes to fiduciary duties, there's inherent liability at stake. Fiduciaries failing to adhere to fundamental sta...
06/05/2026

When it comes to fiduciary duties, there's inherent liability at stake. Fiduciaries failing to adhere to fundamental standards may face personal liability, obligated to rectify plan losses or profits obtained improperly through asset misuse. So, what’s the solution?

Click Here: https://hubs.ly/Q04d-FwL0

Artificial Intelligence is often framed as an emerging capability. For organizations focused on long-term growth, it is ...
06/04/2026

Artificial Intelligence is often framed as an emerging capability. For organizations focused on long-term growth, it is increasingly becoming part of the operating model.

At The Retirement Advantage, Inc. (TRA)®, the focus has not been on experimenting with AI in isolation. It has been on rethinking how work gets done and where manual effort can be replaced with more consistent, scalable processes.

To learn more about TRA's approach to AI in Retirement Plan Administration, click here: https://hubs.ly/Q04k94J00

SECURE 2.0 has revolutionized the retirement planning game with a major overhaul of regulatory frameworks. Dive into the...
06/04/2026

SECURE 2.0 has revolutionized the retirement planning game with a major overhaul of regulatory frameworks. Dive into the details with our breakdown of key changes, offering quick insights into the transformative amendments.

Need to brush up on the impactful shifts brought about by this legislative update?
Click Here: https://hubs.ly/Q04dPsFL0

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Cybersecurity Central - DOL Guideline #6: Ensure that any assets or data stored in a cloud or managed by third-party pr...
06/04/2026

Cybersecurity Central - DOL Guideline #6: Ensure that any assets or data stored in a cloud or managed by third-party providers are subject to appropriate security reviews and independent security assessments.

The DOL's Employee Benefits Security Administration (EBSA) has issued twelve points for cybersecurity risk mitigation in the retirement industry. Follow along as we identify each of the guidelines, as well as what we do to align with them!

Addressing Guideline #6: TRA employs security standards that cover both our on-premises as well as cloud-based hosting environments. These security standards consider location, availability, visibility, and control over the data and services. We have default security policies and controls, which we review and modify to ensure they comply with TRA security standards. We risk assess all third-party service providers prior to use and again periodically throughout their life cycles.

Find out how we store your information in the safest places! Learn more: https://hubs.ly/Q04dPT1Y0

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you ...
06/03/2026

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki.

Kiyosaki emphasizes the importance of financial education and strategic investing. Building wealth isn't just about earning a high income but also about managing and growing your money effectively to secure your retirement and leave a legacy for future generations.

Need to review what retirement plan option(s) might best-tailor to you and/or your clients' unique goals and objectives? Click Here: https://hubs.ly/Q04dPk5C0

when you partner with like Regional Plan Consultant, Matt Solomon. Matt has 20+ years of experience in the retiremen...
06/02/2026

when you partner with like Regional Plan Consultant, Matt Solomon. Matt has 20+ years of experience in the retirement plan industry. Today, he is responsible for creating successful partnerships through the marketing and distribution of TRA services to Financial Advisors, Retirement Plan Wholesalers, and Plan Sponsors in AL, FL, GA, and MS.

Have a question or need to get in touch with Matt?
Scroll to the bottom of the following link, then complete the Request for Proposal section to submit your inquiry. https://hubs.ly/Q049Tfdy0

Myth: Third-Party Administrators (TPAs) don't keep up with changing regulations.Truth: TPAs continuously keep watch for ...
06/01/2026

Myth: Third-Party Administrators (TPAs) don't keep up with changing regulations.
Truth: TPAs continuously keep watch for legislative updates to ensure compliance with the latest laws and regulations.

Ensure your plan stays compliant with TRA's expertise! Click here:
https://hubs.ly/Q04hzMvY0

We would like to recognize all of our great working anniversaries for the month of June! Here's to our continued growth ...
06/01/2026

We would like to recognize all of our great working anniversaries for the month of June! Here's to our continued growth and development!

Connect with someone in-the-know at TRA: https://hubs.ly/Q04jyFlr0

Address

600 S Nicolet Road, Suite B
Appleton, WI
54914

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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